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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,436 | $49,177+75.8% | $79,466+8.8% | $64,173+34.7% |
| Participation rate | 98.0% | 65.0%+32.9pp | 73.3%+24.6pp | 69.6%+28.4pp |
| Annual return | 6.68% | -1.16%+7.8pp | 718.28%-711.6pp | 7.63%-0.9pp |
| Employer contribution / active EE | $743 | $2,076-64.2% | $2,800-73.5% | $2,381-68.8% |
| Participant deferral / active EE | $5,388 | $2,821+91.0% | $3,704+45.5% | $3,470+55.3% |
| Admin fee / account holder | $1,868 | $3,839-51.4% | $5,104-63.4% | $4,887-61.8% |